Luke
Ripienski

Prosperity Capital Advisors

CRD#4563278
Investment Advisor
in Woodbury, MN

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About this Advisor

Luke Ripienski is a certified financial planner operating in Woodbury, Minnesota with a total of 1 year of industry experience. Ripienski is on the advisory team at Prosperity Capital Advisors. Their career trajectory has included roles at Metlife Securities, Inc, Mml Investors Services, LLC, Principal Life Insurance Company, Principal Securities, Inc, Prosperity Capital Advisors and Valor Capital Management LLC. Ripienski holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to work in Minnesota. Prosperity Capital Advisors is a financial advisory firm based out of Westlake, OH. The investment advisory business has offices in 26 locations and a total of 143 people on staff. It has $2 billion in assets across its 7,565 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to three charitable organizations. Of its 7,565 customer accounts, just 5% belong to high-net-worth clients who have more than $1 million in investable assets. Prosperity Capital Advisors provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types billed by Prosperity Capital Advisors likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Woodbury, MN

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Prosperity Capital Advisors Brokerage Details

Total Assets Under Management

$1,712,428,969

MN Average: $2,106,341,625
Total Number of Employees

143

MN Average: 34
Total Number of Accounts

7,565

MN Average: 1,972
Average Account Size

$226,362

MN Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Luke Ripienski Work History

Luke has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Prosperity Capital Advisors

2022 - Present (2 years)

Valor Capital Management LLC

2018 - 2022 (4 years)

Principal Life Insurance Company

2018 - 2022 (4 years)

Principal Securities, Inc

2016 - 2017 (1 year)

Mml Investors Services, LLC

2008 - 2016 (8 years)

Metlife Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Luke Ripienski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prosperity Capital Advisors

Jake Giles
Arden, NC
Brandon Williams
Westlake, OH
Hallie Marshall
Westlake, OH
Richard Dunnett
Schererville, IN
Matthew Longland
Ft Mitchell, KY
William Guthrie
Westlake, OH
Joshua Reesman
Saint Louis, MO
Brendan Kelly
Westlake, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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